The user wants to create an invoice, send a reminder, refund, roll over, or transfer a balance by asking in words.
Track
Ask and act
Phase
Act with a preview
Starts with
A request
Ends with
Confirmed change
The assistant prepares the change and shows exactly what will happen; nothing changes without confirmation.
The user asks the assistant to do something.
Names of clients and products are enough.
It asks when something is ambiguous.
This is the key moment of the journey: the user sees the effect before it happens. This is the key moment of the journey.
Only confirmation makes the change, with the user's own permissions.
Check the record it links to.
Works with the client record and commercial decisions.
Owns money movement, registers, and reconciliation.
Automates emails, matching, reminders, and sync.
A preview card with the client, amounts, and effects.
Why: Check before it happens.
Nothing changes until you confirm the preview.